adding custom approval to task extended table

[dvp]

Hi,

I am trying to add an approval process for a test plan which is extended from task table. Below are the steps that I implemented

• Added Approvers related list to test plan form
• Added Approval field   to the form
• Created a Request approval UI action which updates the state of approval to requested.

Once i added approvers in the related list and   click "Request approval" button the state of approval records changes to 'requested'.

My question is whenever the approval state is changes to requested it automatically changing the state of related list approval records to requested. I tired to find which rule is changing but I couldn't find any even though I turned debug business rule.

Can anyone please help me in finding the rule playing hide and seek

Thanks,

[Chuck Tomasi]

Hi Dinesh,

Are you running the approval on your table from a workflow? That's the way to manage approvals. From there, you coordinate the approval activity with the Approval field on your table.

Reference:

Workflow Concepts - ServiceNow Wiki

Creating a Workflow - ServiceNow Wiki

Using Workflow Activities - ServiceNow Wiki

Approval and Rollback Activities - ServiceNow Wiki      

[dvp]

The approval process that i built is not using workflow

[Chuck Tomasi]

I strongly recommend you manage your approvals via workflow.

[dvp]

In our current approval process the list of approvers are dynamic which will be added by a user who is the owner of the record which i why I have chosen the other route instead of workflow